01 | Dedicated Large Group Proposal Coordinator
One name, one inbox, one owner. Your coordinator drives the case start to finish — no ticket queues, no hand-offs, no chasing status.
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Large Group Expertise
From Start to Finish
Our team offers consulting, technology, and long-standing carrier relationships that drive results!
Custom-engineered Support, Each Step of the Way!
From census and negotiations to the first-month’s audit and your renewal.
Experience the difference that a dedicated coordinator, deep carrier leverage, advanced benchmarking, AI-accelerated spreadsheeting, and a licensed professional reviewing every deliverable can make!
PHASE 1: PREPARATION
02 | Requirements Checklist
You get the exact list of what carriers need before you go back to the client for a reliable submission, every time.
03 | Expert Consultation & Discovery Call
We learn the group before we shop it — budget reality, disruption tolerance, must-keep providers, and the prior claims story. We help aggregate better inputs which translate to better quotes.
04 | Advanced Benchmarking
Independent benchmarking against a custom peer cohort built from a database spanning roughly 100,000 employer benefit plans and 200,000+ medical plans, refreshed quarterly — covering medical, ancillary, pharmacy, leave and retirement.
Phase 2: Market & Negotiate
05 | Take to Market
Our relationships are deep and long-standing, so our submissions are a priority— and our national footprint and volume gives us pricing leverage before a single quote comes back.
06 | Consulting on Returned Quotes
You get the exact list of what carriers need before you go back to the client for a reliable submission, every time.
07 | AI Spreadsheeting + Professional Review
AI-assisted spreadsheeting produces a clean, client-ready comparison in a fraction of the traditional time — and every one is reviewed by an experienced benefits professional before it reaches you. Typical turnaround: 48 hours or less.1
08 | Expert, Impactful Carrier Negotiation
Lower rates. Technology credits. Wellness Programs. Our sales team goes back to the table for whatever it takes to tailor the program to your client’s needs.
09 | Disruption Reports
Before anyone signs, we verify the employees’ doctors and hospitals are in the new network. That’s the February phone call nobody wants — we prevent it in advance.
10 | SOLD CASE
This is where most wholesalers stop.
When the case sells, we go to work on the critical components that keep the account!
Phase 3: Implement
11 | Benefit Booklet & Employee Micro-Site
AI-driven branded booklet and a custom employee micro-site developed automatically —Minimal touch and automation by AI instantly creates real value— your logo, your agency’s name. Employees get clarity; you get the credit.
12 | Enrollment Technology & Support
We can present, educate and enroll— every step gets covered. Partner with us for enrollment technology support. We can manage builds, connections, and training materials.
13 | Medical Group Implementation
Carrier paperwork, group build, ID cards and effective-date logistics managed straight through to a live plan.
Phase 4: Protect & Retain
14 | First-Month Audit
Thirty days in, we revisit the plan and audit it line by line — census data through billing. Our team delivers built-in protection for you and your group!
15 | Enrollment Technology & Support
We can present, educate and enroll— every step gets covered. Partner with us for enrollment technology support. We can manage builds, connections, and training materials.
Additional Features & Access
POP & COBRA
Premium Only Plan documents and COBRA administration handled, so a compliance task doesn’t become your problem at the worst possible moment.
Compliance Libraries
Current federal and state guidance, notices and required documents kept in one place, so your team can stay compliant!
1 Turnaround times referenced reflect historical averages and are provided for illustration only; they are not a guarantee or contractual commitment. Actual timing varies based on carrier response times, census accuracy and completeness, group size and complexity, market conditions, and submission volume. Benchmarking data is supplied by MPloyer, an independent third-party analytics provider; Amwins does not warrant third-party data. This material is a general description of services and does not amend, alter or create coverage, and is not a contract.
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